We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

606 hedge funds and large institutions have $7.03B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 253 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $6.58B → $7.03B (+$451M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% less funds holding

Funds holding: 607606 (-1)

2.61% less ownership

Funds ownership: 81.85%79.24% (-2.6%)

25% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 253

Holders
606
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
44
Increased
191
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
551
Center for Financial Planning
Michigan
$44.8K +$323 +4 +0.7%
ST
552
Smithfield Trust
Pennsylvania
$42K +$968 +12 +2%
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$41.4K
RWM
554
Ruedi Wealth Management
Illinois
$38.8K -$403 -5 -1%
RPA
555
Redwood Park Advisors
California
$38.3K
SSB
556
Sandy Spring Bank
Maryland
$35.8K
NSIM
557
North Star Investment Management
Illinois
$33.3K
AF
558
Allworth Financial
California
$33K -$53.8K -667 -63%
NB
559
NBT Bank
New York
$30.8K
IHWM
560
Iron Horse Wealth Management
Iowa
$30.4K
LWA
561
Lowe Wealth Advisors
Maryland
$28.6K
GSWM
562
Golden State Wealth Management
California
$28.3K
AWM
563
Atticus Wealth Management
Florida
$28K -$403 -5 -1%
HIA
564
Harbor Investment Advisory
Maryland
$27.9K
NRWA
565
North Ridge Wealth Advisors
Oregon
$26.6K
CCMI
566
Creative Capital Management Investments
California
$26.2K
WCM
567
Winthrop Capital Management
Indiana
$26K
Bessemer Group
568
Bessemer Group
New Jersey
$23K
CMP
569
Coston McIsaac & Partners
Maine
$23K
TIM
570
Tortoise Investment Management
New York
$21.7K
HPC
571
HM Payson & Co
Maine
$21K
KFI
572
Key Financial Inc
Pennsylvania
$18.4K
LAMC
573
Longview Asset Management (California)
California
$18.1K
CFO
574
CVA Family Office
Colorado
$17.9K
CA
575
Crewe Advisors
Utah
$17.2K

ESGD Hedge Fund Activity: Q1 2025 in Review

606 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2025, worth a combined $7.03B — up 6.9% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGD positions and 33 closed out — a net gain of 11 holders — while 191 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $74.9M. The largest seller was Ameriprise, cutting an estimated $57.8M.

  • 606 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2025, down from 607 in Q4 2024.
  • Funds reported $7.03B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2025 and 33 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2025 was Bank of America, an estimated $74.9M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2025 was Ameriprise, an estimated $57.8M sold.

Based on aggregated 13F filings for Q1 2025.